Exporting Salsa for CiviCRM » History » Version 7
Jon Goldberg, 09/17/2014 05:28 PM
| 1 | 1 | Jon Goldberg | h1. Exporting Salsa for CiviCRM |
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| 3 | 2 | Jon Goldberg | When logged in as a Manager, "Query/Export" will give you a full export of contact data. There's a "Select My Entire List" button. There's also an "include my deleted supporters" checkbox, which you may want to check (but probably not). This will NOT get you groups/tags. |
| 4 | 1 | Jon Goldberg | |
| 5 | 3 | Jon Goldberg | h3. To get groups/tags/chapters |
| 6 | 2 | Jon Goldberg | |
| 7 | 7 | Jon Goldberg | You need to get to custom reports. If you have the Reports tab, great; if not, you can get there by clicking "Supporter Management" tab, then "Built-in Reports", then "Clone and Edit" a report, then select "List Custom Groups". Or go straight here: https://hq-org.salsalabs.com/dia/hq/reports/list.jsp?table=report |
| 8 | 1 | Jon Goldberg | |
| 9 | 3 | Jon Goldberg | _groups_ |
| 10 | * Create a new report. |
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| 11 | * Select the type of report you would like to create: Standard report |
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| 12 | * Use "Advanced Object Chooser". |
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| 13 | 4 | Jon Goldberg | * Report on "Contacts", then "Supporter Groups", then "Groups". Press "Save". |
| 14 | 1 | Jon Goldberg | * Select the "Columns" tab and select your columns. I like just "Supporter Key" and "Group Name". |
| 15 | 7 | Jon Goldberg | * In Conditions, "Group Name" should be "Not Empty". |
| 16 | 4 | Jon Goldberg | * Save, Run the report. |
| 17 | * Click the "Export" link. |
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| 18 | 1 | Jon Goldberg | |
| 19 | 5 | Jon Goldberg | _Tags_ |
| 20 | * Create a new report. |
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| 21 | * Select the type of report you would like to create: Standard report |
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| 22 | * Use "Advanced Object Chooser". |
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| 23 | * Report on "Tags", then "Tags Data", then "Database Table". Press "Save". |
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| 24 | * Select the "Columns" tab and select your columns. I like just "Tag" and "Table Key". |
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| 25 | 1 | Jon Goldberg | ** "Table Key" is the Supporter Key. It's similar to "entity_id" in CiviCRM. |
| 26 | 7 | Jon Goldberg | * In "Conditions", "Table Name" should equal "supporter". |
| 27 | * Save, Run the report. |
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| 28 | * Click the "Export" link. |
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| 29 | |||
| 30 | |||
| 31 | _Chapters_ |
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| 32 | * Create a new report. |
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| 33 | * Select the type of report you would like to create: Standard report |
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| 34 | * Use "Advanced Object Chooser". |
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| 35 | * Report on "Supporter", then "Supporter Chapter", then "Chapter". Press "Save". |
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| 36 | * Select the "Columns" tab and select your columns. I like just "Tag" and "Table Key". |
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| 37 | ** "Table Key" is the Supporter Key. It's similar to "entity_id" in CiviCRM. |
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| 38 | 5 | Jon Goldberg | * In Conditions, "Table Name" should equal "supporter". |
| 39 | * Save, Run the report. |
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| 40 | * Click the "Export" link. |
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| 42 | 1 | Jon Goldberg | |
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| 44 | 7 | Jon Goldberg | h3. Receive_Email field |
| 45 | 1 | Jon Goldberg | |
| 46 | Here's a TSV of how to interpret the "Receive_Email" field. |
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| 47 | code # of records meaning |
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| 48 | -24 11066 INACTIVE: (5.1.1 User Unknown) |
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| 49 | -26 1265 INACTIVE: Address contains RFC spec. invalid characters / is improperly formatted |
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| 50 | -3 10596 INACTIVE: UNSUBSCRIBED (actively unsubscribed by user) |
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| 51 | -30 8 INACTIVE (Reported as Spam): Other Blacklist (BLACKLIST) |
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| 52 | -32 11 (Unknown Status) |
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| 53 | -35 1 INACTIVE (Reported as Spam): Outblaze |
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| 54 | -4 1 (Unknown Status) |
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| 55 | -42 349 INACTIVE (Recipient Initiated Spam Report): MSN/Hotmail/WebTV |
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| 56 | -44 10 INACTIVE (Recipient Initiated Spam Report): UNTI (Juno/NetZero/FreeServers) |
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| 57 | -45 818 INACTIVE (Recipient Initiated Spam Report): Yahoo |
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| 58 | -46 69 INACTIVE (Recipient Initiated Spam Report): Comcast.net |
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| 59 | -47 545 INACTIVE (Recipient Initiated Spam Report): AOL |
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| 60 | -48 1 INACTIVE (Recipient Initiated Spam Report): RoadRunner |
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| 61 | -50 10 ISP Specific Bounces: AIM.com Unactivated account |
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| 62 | -51 3 INACTIVE (Recipient Initiated Spam Report): Excite |
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| 63 | -52 18 INACTIVE (Reported as Spam): Earthlink |
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| 64 | -53 15 (Unknown Status) |
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| 65 | -54 1 (Unknown Status) |
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| 66 | -60 4 Bad Address/Expired address, etc (n.b.: These addresses are all @democracyinaction.org) |
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| 67 | -9 5 INACTIVE: DEATH (supporter has died) |
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| 68 | 0 1101 0 - Inactive or Unknown(not subscribed) |
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| 69 | 1 64352 1 - Imported or unknown (subscribed) |
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| 70 | 10 3 ACTIVE: CONFIRMED (Double opt-in) |
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| 71 | 4 | Jon Goldberg | 3 8924 ACTIVE: CLIENT (Client has directly signed up) |